New client onboarding checklist
Checklist for business coaches
For business coaches who want new coaching clients to start well and stay longer.
Roadmap
Six months to a renewal
How to use this roadmap
Give this to a new client in your welcome pack, so they can see what each month is for. It keeps the engagement on track and makes renewal a natural next step.
What is inside
The six months on one pageAgree one goal, its number and the first actions.
Month one: set the targetGoal in one line: The result the client wants by the end of month six, in their own words.
Months two and three: build the habitThis is where the engagement is won or lost.
Month four: the mid pointHalfway is the natural moment to stop and ask whether the goal still fits.
Months five and six: close and decideThe last two months do two jobs.
When the engagement driftsSessions moved twice in a row
Three title ideas for your own version
Six months to a renewal
The month by month coaching engagement plan
How to keep a coaching client past month three
Where to promote it
Your welcome packcoaching communitiesLinkedIn poststhe follow up after a discovery call
Why give clients a month by month roadmap?
Most engagements fade rather than fail, because nobody planned the later months. A clear plan shows the client what the work is building towards.
Make this roadmap your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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Pick one, change the words, publish.
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